Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,404 | $147,556-61.1% | $129,031-55.5% | $198,609-71.1% |
| Participation rate | 58.8% | 77.2%-18.4pp | 73.4%-14.5pp | 82.4%-23.6pp |
| Annual return | 16.45% | 37.41%-21.0pp | 34.67%-18.2pp | 202.70%-186.2pp |
| Employer contribution / active EE | $2,011 | $3,645-44.8% | $3,226-37.7% | $5,055-60.2% |
| Participant deferral / active EE | $3,574 | $5,760-37.9% | $5,217-31.5% | $6,977-48.8% |
| Admin fee / account holder | $2,846 | $15,467-81.6% | $13,208-78.5% | $19,030-85.0% |